Magnus Financial Group’s iShares MSCI China ETF MCHI Stock Holding History

Magnus Financial Group’s Portfolio MCHI Stock Details MCHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,273	Closed	-$294K	–	276
2022 Q2	$294K	Buy	+5,273	New	+$271K	0.05%	210
2021 Q4	–	Sell	-3,040	Closed	-$205K	–	268
2021 Q3	$205K	Sell	3,040 -1,225	-29%	-$88.1K	0.04%	232
2021 Q2	$352K	Buy	4,265 +560	+15%	+$45.6K	0.08%	168
2021 Q1	$303K	Buy	3,705 +940	+34%	+$82.4K	0.07%	172
2020 Q4	$224K	Buy	+2,765	New	+$219K	0.02%	277

Other funds holding MCHI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

Magnus Financial Group's MCHI Position: Q3 2022 in Review

Magnus Financial Group sold out of iShares MSCI China ETF (MCHI) in Q3 2022, closing a stake of 5,273 shares — an estimated $294K sold.

Magnus Financial Group first reported a position in MCHI in Q4 2020 and held it in 5 quarters. The position peaked at $352K in Q2 2021. 231 funds tracked by Wall St. Rank hold MCHI as of Q3 2022.

Magnus Financial Group reported no remaining iShares MSCI China ETF position as of Q3 2022 after selling out during the quarter.
Magnus Financial Group sold 5,273 iShares MSCI China ETF shares in Q3 2022, an estimated $294K.
Magnus Financial Group first reported a position in iShares MSCI China ETF in Q4 2020 and held it in 5 quarters.
Magnus Financial Group's iShares MSCI China ETF position peaked at $352K in Q2 2021.
231 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2022.

Based on Magnus Financial Group's 13F filing for Q3 2022, filed 9 Nov 2022.